Automated Workflows

Select a workflow and run the automation.

AWS / Vercel

Missed-Call & Lead Follow-Up

Automatically captures missed calls, checks your schedule, logs the lead, and drafts a text-back with open appointment times.

Before: Missed voicemail · 4h+ manual callback lag After: <1 min response · 2 Tue slots held · $89 diagnostic quoted Policy: <=$150 quote auto-allowed · External SMS gated
● 1 RECON-7
Transcribe Voicemail
2 ACE-01
Check Territory & Calendar
3 FORGE-X
Log CRM & Hold Slots
4 DEAL-9
Text Customer Options
● Step 1 of 4 · Stage: Trigger / Intake Stage: Trigger → Intake RECON-7 — Transcribe Voicemail Transcribes the missed call and extracts the caller's name, number, and service request.
1. Input Picked Up
0:38 Voicemail · (817) 555-0142

"Hey, this is Mike Reynolds—our AC just went out and we need an urgent repair quote today."

2. Connected Systems & Data Ops
READTwilio VoicePull audio CA-9941 (0:38)
INSERTTranscripts DBSave Mike Reynolds · (817) 555-0142
3. Step Output
Structured Lead Packet Ready Handed off to ACE-01 to verify service area & same-day pricing Decision: Triage urgent AC call (0.96) · URGENT_HEAT_CALL, CALLER_VERIFIED · Verified
Ready for Approval Outcome: <1 min response · 2 slots held · Verified Hi Mike! Sorry we missed your call. We have Tue at 10:00 AM or 2:00 PM open—reply 1 or 2 to book.